Skip to content
FREE RETIREMENT READINESS ASSESSMENT
Jack Lumsden, MBA, CFP®, is a Senior Financial Advisor with CI Assante Wealth Management Ltd., available to help you gain peace of mind and achieve your dreams for the future.
Call Us
Write to us
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
    • Estate Planning
    • Financial Planning
    • Insurance Planning & Risk Management
    • Investment Planning
    • Tax Planning
  • Client Interviews
  • Insights
    • Top Articles
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
    • Estate Planning
    • Financial Planning
    • Insurance Planning & Risk Management
    • Investment Planning
    • Tax Planning
  • Client Interviews
  • Insights
    • Top Articles
Facebook Linkedin Google Youtube
jlumsden@assante.com
905-332-5503
Get Your Free Retirement Readiness Assessment
Jack Lumsden, MBA, CFP®, is a Senior Financial Advisor with CI Assante Wealth Management Ltd., available to help you gain peace of mind and achieve your dreams for the future.
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
    • Estate Planning
    • Financial Planning
    • Insurance Planning & Risk Management
    • Investment Planning
    • Tax Planning
  • Client Interviews
  • Insights
    • Top Articles
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
    • Estate Planning
    • Financial Planning
    • Insurance Planning & Risk Management
    • Investment Planning
    • Tax Planning
  • Client Interviews
  • Insights
    • Top Articles

Tag: Jack Lumsden

Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits

Key Tax Strategies

As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Every dollar you save in tax means either more spending and/or preserving your wealth for you.

Kicking up Life Lessons and Fun with Football

For Jack Lumsden, Senior Wealth Advisor at Assante Financial Management Ltd. in Burlington, Ontario, football is his passion and a central part of his connection with the city.

Assante advisors are part of the fabric of their communities across Canada and they contribute to their local quality of life in a variety of ways.

← Previous

CIRO Advisor Report

Disclaimers

  • Privacy
  • Legal and Compliance

www.ciro.ca

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization.

Contact Us
905-332-5503              jlumsden@assante.com
1100 Walkers Line  
Suite 502 
Burlington, Ontario 
L7N 2G3

CIRO Advisor Report

Disclaimers

  • Privacy
  • Legal and Compliance

www.ciro.ca

Contact Us

905-332-5503      jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization.

CI Assante Wealth Management Ltd

Insurance products and services are provided through Assante Estate and Insurance Services. Inc.

© All rights reserved

Facebook Linkedin Google Youtube